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How do I become a CSIO member?



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Insurance Companies
You are eligible to become a CSIO voting member if you are principally engaged with the independent broker distribution channel. Annual membership fees are based on a board approved formula involving annual Direct Written Premium (DWP). New members must seek the approval of the CSIO Board of Directors.

Some of the exclusive benefits of CSIO membership include:

  • Allows your organization to take part in periodic Standards Workgroups to further enhance and develop CSIO industry standards
  • Member only access to the standards (annual and interim releases) including a free hardcopy of the Standards Directory
  • Participation in Open Forum. This forum offers a venue for brokers, companies and vendors to exchange ideas on what CSIO’s mandate should be for the next year.
  • Free participation for your employees in our EDI (training) Implementation Workshop and XML standards seminars
  • Provides you with access to some 50 property and casualty insurance applications, questionnaires and specialty forms
  • Gives your company networking opportunities within the insurance industry and allows you to set directions for P&C standards

Insurance Brokers
Insurance Brokerages are automatically members of CSIO via IBAC and their membership in their provincial brokers’ association.

  • Unlimited access to forms, applications including a voice in the “forms building process”
  • Access to common solutions with CSIO members
  • Automatic invitation to Workgroups, Forums, Training and other related Standards meetings

Industry Suppliers and Vendors
If you are a system vendor or insurance industry supplier you may become a CSIO Standards Participant. There are two categories of participants, voting and non-voting trading partners. Membership is a flat fee paid at the time you join CSIO and then payable annually in the first quarter of each subsequent year of membership.

Benefits of being a CSIO Standards Participant include:

  • Participation in workgroups that create new Commercial and Personal Lines EDI and XML Standards
  • Free and full on-line access to the CSIO Standards for EDI, XML and standardized Forms
  • Participation in workgroups to develop new Forms and help determine new technological directions for Standards
  • Participation in industry Forums to resolve Standards implementation issues
  • Paid Voting Participants obtain voting privileges in Standards Workgroup process
  • Eligible to send employees to CSIO standards training

For further information please contact Sebastian Penalosa at 416-360-1773 ext 2324.


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